Persistent Asset Partners’s SoFi Technologies SOFI Stock Holding History

Persistent Asset Partners’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-94	Closed	-$6.06K	–	463
2025 Q4	$6.06K	Buy	+94	New	+$2.62K	﹤0.01%	331
2025 Q3	–	Sell	-200	Closed	-$10.5K	–	302
2025 Q2	$10.5K	Buy	+200	New	+$2.64K	0.01%	170
2025 Q1	–	Sell	-360	Closed	-$34K	–	207
2024 Q4	$34K	Buy	+360	New	+$4.68K	0.03%	120

Other funds holding SOFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Persistent Asset Partners's SOFI Position: Q1 2025 in Review

Persistent Asset Partners sold out of SoFi Technologies (SOFI) in Q1 2025, closing a stake of 64,600 shares — an estimated $1.02M sold.

Persistent Asset Partners first reported a position in SOFI in Q4 2024 and held it in 1 quarter. The position peaked at $1.02M in Q4 2024. 715 funds tracked by Wall St. Rank hold SOFI as of Q1 2025.

Persistent Asset Partners reported no remaining SoFi Technologies position as of Q1 2025 after selling out during the quarter.
Persistent Asset Partners sold 64,600 SoFi Technologies shares in Q1 2025, an estimated $1.02M.
Persistent Asset Partners first reported a position in SoFi Technologies in Q4 2024 and held it in 1 quarter.
Persistent Asset Partners's SoFi Technologies position peaked at $1.02M in Q4 2024.
715 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2025.

Based on Persistent Asset Partners's 13F filing for Q1 2025, filed 13 May 2025.